Roth Financial Group, Merritt Island, Florida

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.